|
4826
|
Able Wealth Management
Toms River,
New Jersey
|
$316M
|
+$50.1M
|
+19%
|
0.94%
|
–
|
120
|
17.5%
|
|
|
4827
|
SAM Advisors
Oakhurst,
California
|
$316M
|
+$5.82M
|
+2%
|
1.91%
|
57.5%
|
44
|
6.82%
|
|
|
4828
|
American Assets Inc
San Diego,
California
|
$316M
|
+$4.22M
|
+1%
|
2.92%
|
63.2%
|
31
|
32.26%
|
|
|
4829
|
IronBridge Private Wealth
Austin,
Texas
|
$316M
|
-$1.08M
|
-0.3%
|
1.76%
|
122%
|
48
|
4.17%
|
|
|
4830
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$316M
|
+$9.36M
|
+3%
|
2.75%
|
83.3%
|
77
|
11.69%
|
|
|
4831
|
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
|
$316M
|
+$31.8M
|
+11%
|
12.4%
|
–
|
13
|
15.38%
|
|
|
4832
|
Future Fund LLC
Chicago,
Illinois
|
$316M
|
+$32.5M
|
+11%
|
2.48%
|
93.1%
|
184
|
29.89%
|
|
|
4833
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$316M
|
+$2.34M
|
+0.7%
|
2.93%
|
91.6%
|
236
|
9.32%
|
|
|
4834
|
Nine Ten Capital Management
Chicago,
Illinois
|
$316M
|
-$72.2M
|
-19%
|
9.83%
|
166%
|
9
|
11.11%
|
|
|
4835
|
LifeWealth Investments
Winter Garden,
Florida
|
$316M
|
+$12.2M
|
+4%
|
2.88%
|
–
|
171
|
23.98%
|
|
|
4836
|
BFI Infinity
Zurich,
Switzerland
|
$316M
|
+$82.7M
|
+36%
|
4.9%
|
–
|
61
|
21.31%
|
|
|
4837
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$316M
|
+$8.21M
|
+3%
|
1.16%
|
–
|
1,004
|
19.72%
|
|
|
4838
|
Amtrust Financial Services
New York
|
$316M
|
+$14.9M
|
+5%
|
0.83%
|
53.8%
|
15
|
6.67%
|
|
|
4839
|
Shaker Financial Services
Arlington,
Virginia
|
$315M
|
+$23.9M
|
+8%
|
1.34%
|
13.1%
|
179
|
24.58%
|
|
|
4840
|
|
$315M
|
+$10.3K
|
+0%
|
3.28%
|
97.6%
|
51
|
15.69%
|
|
|
4841
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$315M
|
–
|
–
|
2.35%
|
–
|
29
|
–
|
|
|
4842
|
Bayberry Capital Partners
New York
|
$315M
|
-$105M
|
-25%
|
5.98%
|
99.7%
|
37
|
59.46%
|
|
|
4843
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$315M
|
+$11.2M
|
+4%
|
1.99%
|
53.9%
|
241
|
6.64%
|
|
|
4844
|
25 LLC
St. Louis,
Missouri
|
$315M
|
+$21.4M
|
+7%
|
2.04%
|
44.2%
|
75
|
16%
|
|
|
4845
|
Timonier Family Office
Winston Salem,
North Carolina
|
$315M
|
+$9.88M
|
+3%
|
2.16%
|
–
|
59
|
6.78%
|
|
|
4846
|
Berkeley Inc
Boise,
Idaho
|
$314M
|
+$3.56M
|
+1%
|
2.2%
|
40.9%
|
80
|
7.5%
|
|
|
4847
|
Auour Investments
Woburn,
Massachusetts
|
$314M
|
+$7.14M
|
+2%
|
1.63%
|
35.5%
|
91
|
6.59%
|
|
|
4848
|
Crestview Partners IV
New York
|
$314M
|
-$10.3M
|
-3%
|
2.77%
|
106%
|
2
|
0%
|
|
|
4849
|
Boundless Plain Holdings
Hong Kong,
|
$314M
|
–
|
–
|
10.3%
|
–
|
19
|
–
|
|
|
4850
|
Essential Planning
Portsmouth,
New Hampshire
|
$314M
|
+$23.1M
|
+8%
|
2.66%
|
38.1%
|
92
|
9.78%
|
|